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Huntingdon Valley, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-11-18 |
| LA | RA | APPROVED | 2025-09-30 |
| AL | RA | APPROVED | 2024-12-16 |
| PA | RA | APPROVED | 2024-07-18 |
| TX | RA | APPROVED_RES | 2024-06-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Philadelphia | PA | 06/2016 | 05/2019 |
| Coventry First, Llc | Fort Washington | PA | 06/2019 | 03/2021 |
| High Speed Alliance Llc | Huntsville | AL | 11/2021 | 04/2024 |
| Ddmt Enterprises Inc. | Philadelphia | PA | 11/2014 | Present |
| Ddmt Financial Services, Llc | Huntingdon Valley | PA | 05/2024 | Present |
1) DDMT Enterprises Inc. d/b/a Millevoi Brothers Auto Repair; Not investment-related; 8685 Torresdale Avenue, Philadelphia, PA. 19136, Auto repair business; Owner; Since 11/2014; Less than 5% of time per month; Completing taxes, annual reports, etc. for the business. 2) 8685 Torresdale, LLC; Non-Investment Related; Commercial Real Estate Building housing my auto repair business; Property Address: 8685 Torresdale Avenue Philadelphia, PA 19136; Commercial Rental Property; Managing Member of the LLC; Since February 10, 2014; 5 hours per month; Bookkeeping duties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-16 |
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